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Invesco NASDAQ Next Gen 100 ETF

164 hedge funds and large institutions have $232M invested in Invesco NASDAQ Next Gen 100 ETF in 2021 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 57 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+70
Holders Change %
+74.47%
% of All Funds
2.89%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
80
Increased
57
Reduced
14
Closed
9
Calls
$23M
Puts
$7.01M
Net Calls
+$15.9M
Net Calls Change
+$13.3M
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
151
Next Financial Group
Texas
$5K +$5K +150 New
SWM
152
Spire Wealth Management
Virginia
$3K +$3K +100 New
FRA
153
Front Row Advisors
California
$3K +$3K +100 New
OIA
154
Optimum Investment Advisors
Illinois
$2K -$4K -100 -67%
GI
155
Gradient Investments
Minnesota
$2K +$2K +50 New
EIP
156
Ellis Investment Partners
Pennsylvania
$2K +$2K +70 New
EWM
157
Edge Wealth Management
New York
$1K
PAI
158
Pittenger & Anderson Inc
Nebraska
$1K
PO
159
Private Ocean
California
$1K +$588 +10 +143%
Wells Fargo
160
Wells Fargo
California
$1K +$1K +20 New
SWM
161
Sugarloaf Wealth Management
Georgia
$5
DP
162
Denver PWM
Colorado
-$3.5M -115,053 Closed
WA
163
WESPAC Advisors
California
-$947K -30,666 Closed
Susquehanna International Group
164
Susquehanna International Group
Pennsylvania
-$762K -24,667 Closed
PWM
165
Perigon Wealth Management
California
-$32K -1,050 Closed
SIAG
166
Safeguard Investment Advisory Group
California
-$15K -517 Closed
RPCA
167
Running Point Capital Advisors
California
-$12K -391 Closed
HWM
168
HighMark Wealth Management
Minnesota
-$6K -180 Closed
SSB
169
Sandy Spring Bank
Maryland
-$1K -25 Closed
ICM
170
Islay Capital Management
Texas
-$1K -20 Closed